SBI Magnum Comma Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
SBI Comma Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹3342 Cr | ₹863 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Oct 2019 | 08 Aug 2005 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | NIFTY COMMODITIES TRI |
| Turn Over | 9.69% | 65% |
| Expense Ratio | 1.88 | 2.52 |
| Manager | Arjun Khanna | Pradeep Kesavan |
| ISIN Code | INF174KA1EW8 | INF200K01339 |
| Exits Load | Kotak Pioneer Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | SBI Magnum COMMA Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.66% | 1.76% |
| 6 Month | -3.56% | 5.53% |
| 1 Year | 7.36% | 18.81% |
| 3 Year | 20.75% | 19.09% |
| 5 Year | 17.46% | 19.47% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.54% | 3.59% |
| 1 Year | 11.45% | 18.08% |
| 3 Year | 16.19% | 14.77% |
| 5 Year | 16.69% | 13.89% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.02% | 8.46% |
| 3 Year | 20.31% | 12.29% |
| 5 Year | 23.75% | 11.3% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.42% | 15.12% |
| Sharp | 0.98% | 0.77% |
| Beta | 0.81% | 0.82% |
| Alpha | 2.52% | 0.79% |
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Name | Arjun Khanna | Pradeep Kesavan |
| Total AUM | ₹169639 Cr | ₹434274 Cr |
| Funds Managed | 24 | 43 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.59 | 7.69 |
| Large Cap | 32.54 | 52.92 |
| Mid Cap | 25.34 | 17.93 |
| Small Cap | 16.53 | 21.46 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.61 | 4.97 |
| Energy | 3.01 | 24.77 |
| Consumer Cyclical | 23.99 | 2.79 |
| Financial Services | 10.54 | 1.71 |
| Healthcare | 12.96 | - |
| Basic Materials | 2.94 | 52.1 |
| Technology | 3.2 | - |
| Consumer Defensive | 3.94 | 3.79 |
| Industrials | 12.75 | - |
| Communication Services | 5.09 | - |
| Real Estate | 0.97 | - |
| Utilities | - | 9.86 |
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